See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,868 | $65,561+102.7% | $91,541+45.1% | $74,304+78.8% |
| Participation rate | 28.7% | 56.6%-27.9pp | 69.8%-41.1pp | 60.3%-31.7pp |
| Annual return | 14.48% | 17.68%-3.2pp | 20.50%-6.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $787 | $1,717-54.2% | $2,505-68.6% | $2,241-64.9% |
| Participant deferral / active EE | $1,784 | $2,918-38.9% | $4,008-55.5% | $3,767-52.7% |
| Admin fee / account holder | $4,594 | $3,333+37.8% | $6,956-34.0% | $2,969+54.7% |